Filed December 17, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,209 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,761 | $61,473+31.4% | $81,930-1.4% | $73,409+10.0% |
| Participation rate | 94.8% | 72.4%+22.4pp | 72.0%+22.8pp | 72.2%+22.6pp |
| Annual return | 15.32% | 28.26%-12.9pp | 29.49%-14.2pp | 59.29%-44.0pp |
| Employer contribution / active EE | $3,341 | $1,898+76.1% | $4,310-22.5% | $2,234+49.6% |
| Participant deferral / active EE | $3,921 | $3,080+27.3% | $7,107-44.8% | $3,805+3.0% |
| Admin fee / account holder | $28 | $125-77.7% | $5,158-99.5% | $158-82.3% |